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Cathleen M
CFP®, Series 65
Cambridge, MA
Equita Financial Network, Inc.
Cathleen Mc Kee is a CFP® and holds a Series 65 license with two years of industry experience. She has been with Equita Financial Network, Inc. since 2023. Prior to her financial advisory career, she worked at the University of Chicago Laboratory Schools for twelve years. Equita Financial Network, Inc. serves individual and high-net-worth clients with financial planning, investment management, and ongoing consulting. The firm emphasizes market efficiency and strategic asset allocation, using client-specific investment policy statements to guide portfolio construction and risk management.
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